Moors & Cabot

Clear View Financial Service is a financial services company that has been serving the Punta Gorda community. We offer a wide range of financial planning and investment services, including retirement planning, college savings plans, estate planning, and more. We also offer a variety of insurance products, including life insurance, disability income insurance, and long-term care insurance. Our experienced and knowledgeable advisors will work with you to develop a personalized financial plan that meets your specific needs and goals. Contact us today to learn more about our services and how we can help you achieve your financial goals.

Cumberland Advisors is a money management firm that serves individuals, institutions, retirement plans, governmental entities and cash management portfolios. The company supervises more than $700 million in assets. It also assists state and local governments by forecasting interest rates and analyzing financial markets. Cumberland s capabilities include arbitrage calculations, private financing negotiations and loan structuring. The company features expertise in several different investment portfolio components, such as taxable and municipal bonds and exchange-traded equities. Its broad strategies seek to offset the erosion of financial assets by inflation. Cumberland Advisors was founded in 1973 and is headquartered in Vineland, N.J. The company is a registered investment adviser.

Peninsula Asset Management offers development and management of equity, fixed income and balanced investment portfolios for Individuals, Trusts, IRA’s, Charities, Endowments, Foundations and Retirement Plans.